Private Equity Portfolio Companies & Funds: Connecting the Dots for the Audit Cycle

Ever wonder how PE Funds and PortCos align during audit season?

Watch as Carta and Citrin Cooperman discuss how PE Funds and Portcos work together to ensure proper Financial Statement reporting and disclosures at each level. Topics of discussion include:

  • Private Equity Portfolio Company & Fund Audit processes
  • Valuations of both PE Portfolio Companies & Funds
  • Collaborative processes between PE Portfolio Companies & Fund teams
  • Technology and its role in both audit processes 

Many professionals know one side of the PE equation—but not both. Carta and our partners at Citrin Cooperman help bridge the gap for you and provide some new insights to PE PortCos and Fund CFOs/Finance teams, and PE Fund LPs.

Don’t miss this opportunity to deepen your understanding of how these two spheres of Private Equity work together to meet critical reporting obligations.

Featuring

James Catalano

Partner, Audit
Citrin Cooperman
Simon Jewkes

Partner, Transaction Advisory Services
Citrin Cooperman
Candice Bassell

Senior Director, Auditable Reporting Services
Carta
Jason Fleming

Senior Manager, Fund Administration
Carta

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